Deal intelligence

MeetRecord’s Deal Boards offers a customizable deal board that provides a comprehensive view of your deals. It helps you distinguish fact from fiction, improve forecast accuracy, and close more deals effectively.

Note: Your organization must integrate its CRM to access deal board features. For the most detailed insights, we recommend importing email data.

Key Features of MeetRecord Deal Boards

Comprehensive Deal Insights:
Deal boards summarize all interactions across deals, allowing you to set up and view them by forecast categories. Sort deals by team, rep, stage, or close date to quickly identify which deals are healthy, at risk, or on track to meet quotas. Changes made on the board sync directly with your CRM.

Risk Warnings:
Alerts highlight deals that require immediate attention, so you can act promptly to mitigate risks.

Active Contact Tracking:
View the number of contacts engaged in a deal, defined as those who participated in calls or emails within the last 21 days. If a deal isn’t multi-threaded, consider involving more stakeholders. Click on the contact count to identify active participants and prospect new ones to engage further.

Activity Overview:
Deals are sorted by account engagement and include details like account name, activity, next call, deal amount, close date, stage, and owner.

Detailed Deal Insights:
Drill down into deal activity directly from the board. Click on an account name to access a panel showing contacts, risk warnings, and activity (emails, calls, shares, and interactions from your tech stack integrations).

Tailor Deal Boards to Your Needs

Sales Reps (AEs):

• Prioritize and recap your pipeline.
• Address high-priority deals immediately.
• Share updates efficiently to keep the team aligned.
• Facilitate smooth hand-offs between SDRs and other team members.

Sales / Frontline Managers:

• Roll up accurate forecasts with confidence.
• Monitor pipeline totals by forecast category.
• Identify risks early and step in to save deals.
• Leverage deal data for coaching and improving team performance.

Directors / Managers of Managers:

• Gain an accurate forecast across teams.
• Stay informed about key deals and intervene to influence outcomes when necessary.

Other Deal-Team Roles (e.g., Sales Engineers, CSMs):

• Track deals you’re working on with a custom board.
• Ensure seamless collaboration and hand-offs between deal-team members.